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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VALIC Service code 26 · EIN 74-1625348 | Advisory (Participants) | $30,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,446 | $56,095-61.8% | $178,503-88.0% | $90,274-76.2% |
| Participation rate | 35.2% | 65.6%-30.4pp | 81.9%-46.7pp | 73.4%-38.2pp |
| Annual return | 11.91% | 28.81%-16.9pp | 151.12%-139.2pp | 53.97%-42.1pp |
| Employer contribution / active EE | $321 | $1,572-79.6% | $5,011-93.6% | $2,523-87.3% |
| Participant deferral / active EE | $943 | $2,669-64.7% | $5,202-81.9% | $4,231-77.7% |
| Admin fee / account holder | $31 | $101-68.9% | $13,987-99.8% | $114-72.6% |